Banker

Role: The Licensed Relationship Banker is a trusted advisor responsible for delivering exceptional client service, deepening relationships, and driving branch growth through consultative guidance. Key Responsibilities: Manage and expand a client portfolio by proactively engaging clients in person and by phone, understanding their financial goals, and recommending tailored banking, investment, insurance, and credit solutions. Open and service accounts, support digital banking adoption, originate credit requests, and partner with specialists for complex needs. Drive growth through deposits, loans, and investments, while ensuring operational excellence, compliance, and risk management. Educate clients on digital tools, resolve inquiries promptly, monitor portfolios, and participate in community activities. Collaborate with cross-functional teams to deliver integrated client experiences and meet shared goals. Qualifications & Skills: High school diploma required; college degree or military experience preferred. Minimum 5-10 years in retail banking or financial services with proven results. Strong communication, problem-solving, and product knowledge presentation skills are essential. Proficiency in banking systems, CRM tools, and office software. Ability to learn quickly, work flexibly, and support digital initiatives. Bilingual skills are a plus. Valid FINRA Series 6 and 63 registrations required, with ongoing compliance and possible additional licensing. Must pass background checks and meet regulatory requirements, including S.A.F.E. Act compliance. Note: This role does not process teller transactions.